$Intel(INTC)$ $SUPER MICRO COMPUTER INC(SMCI)$ There's a hint that Intel might absolutely crush earnings.

$NVIDIA(NVDA)$  NVIDIA longs are watching, while SanDisk, Micron, Western Digital, and Seagate Technology longs are each banking over 11% gains on their stocks today. It's a stark contrast for some.

$Intel(INTC)$ I'm no Wall Street analyst, but to me, Intel looks worth a lot more than Nvidia. It just seems way too undervalued.

$Intel(INTC)$ Intel looks to be in a solid position. They have their US foundries, the new AI processors like 18A, 18A-P, and 14A, and the new Z-Angle Memory for DRAM and AI. Demand from partners and customers seems strong. The whole China/Taiwan situation is a constant topic in the news, which is a factor to consider.

$Intel(INTC)$  It could open around $100 and close near $105, as there's a view that institutional investors might be buying ahead of what's expected to be a strong quarter.

$Intel(INTC)$  Intel's recent price action seems to be among the most manipulated out there. This really shows how much Wall Street wants to take shares from retail investors.

$NVIDIA(NVDA)$ $VanEck Semiconductor ETF(SMH)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Invesco QQQ(QQQ)$ $ARM Holdings(ARM)$ The K3 model is getting way more traction than anticipated, and it's putting a strain on our GPU resources. In the last couple of days, demand has nearly hit our current capacity ceiling. To make sure current subscribers don't see a drop in service quality, we're putting a temporary hold on new sign-ups and are focusing compute power on existing members. If you're already subscribed, you're all set. We're scaling up capa

I'm watching how the combination of $Camp4 Therapeutics Corp.(CAMP)$  and $NVIDIA(NVDA)$  performs. It could be interesting to follow.

$NVIDIA(NVDA)$  I'm not calling it a comeback, but Nvidia could be at $300 by December.

It looks like the AI trade is trading at a major discount right now, and I think it could be poised to hit a record high in less than five months. Looking at some of the key names, $Broadcom(AVGO)$  is down 22.3%, $Meta Platforms, Inc.(META)$  is down 16.1%, $NVIDIA(NVDA)$  is down 13.2%, and $Advanced Micro Devices(AMD)$  is down 7.9%. At least from my perspective, the pullback seems significant.

I think algorithms might be pushing the price down before earnings to accumulate shares at a lower cost. I've seen a similar pattern with $Intel(INTC)$  and $Advanced Micro Devices(AMD)$  before. I didn't sell into that pressure then, and I'm not doing it now. I believe $Nokia Oyj(NOK)$  could reach $100+ by 2027.

$Intel(INTC)$  I added some 110 calls with an August 21 expiry. It looks like liquidity is starting to come into the name. Given that, it seems like following the institutional flow might be the play here, as retail doesn't have much sway. Risk management is crucial. Discipline is more important than emotions. Not financial advice.

Sentiment and price action are telling two completely different stories right now. The market is still focused on short-term noise, but the underlying thesis remains centered around massive AI infrastructure demand. With reported multi-billion dollar commitments tied to $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and $NVIDIA(NVDA)$ , plus improving profitability and significant liquidity, the long-term setup still looks compelling. The recent ~30% pullback seems driven more by speculation around future capacity dynamics than a confirmed change in fundamentals. This is often where markets create opportunity: when sentiment weakens but the bus

$Intel(INTC)$ If the bull market continues, $200 could come by EOY. As I've mentioned, Intel might not have the best chips, but with the shortage, demand will keep going up as companies turn to them—and they are.

$Oracle(ORCL)$ This reminds me of when Intel was in the low 20s. I see it as a strong buy at these levels.

I think BlackBerry $BlackBerry(BB)$  holds significant value today, mainly for two reasons. First, **Alloy Kore**. It's the industry's first production-ready **software-defined vehicle (SDV) foundation**. It enables OEMs like Volkswagen to dramatically reduce development costs, shorten certification timelines, and accelerate vehicle launches. Unlike vertically integrated solutions, **Alloy Kore is a plug-and-play platform designed to work with any OEM and virtually any automotive chip supplier**. Second, **QNX**. It's evolving beyond an automotive RTOS into the trusted operating platform for **physical AI**—covering robotics, industrial automation, medical devices, autonomous systems, and next-generation edge AI. Its combination of **functional

Just closed these $Intel(INTC)$  calls for 62%. The price is being pulled toward $150 like a magnet. Matrix Bull Trend retest and bounce. This is how it's done.

$NVIDIA(NVDA)$ Cantor Fitzgerald is increasingly positioning AMD as a top momentum name in semiconductors, raising its price target from $500 to $700 while maintaining an Overweight rating. The key takeaway from the note is relative strength in compute demand, with AMD highlighted as having the strongest near-term momentum among peers. At the same time, the firm still views Nvidia and Broadcom as undervalued relative to their earnings power, suggesting the AI infrastructure trade remains broadly intact. However, sentiment on Qualcomm is more cautious, with the argument that its multiple may drift back toward a more traditional smartphone-cycle valuation rather than a compute-driven rerating. Overall, this reflects a clear hierarchy emerging w

$Intel(INTC)$ Wherever we close, but going from down almost 9% to green now is just wild. That's why I don't trade stocks, especially Intel, but I invest in INTC. Day trading will make you lose money; it's like gambling. I always invest based on fundamentals and never day trade or do short-term trades. We can never predict the market. I thought we might be down $10 today... crazy.

$Intel(INTC)$  Another attempt by the short-sellers to negatively influence all the solid progress this company has made, and it will continue to execute. I have just one message for these naysayers: back off. I don't buy the AI narrative for this stock. It feels more like heavy manipulation, plain and simple. Q2 will be a reality check for them. Intel is set to soar further on Agentic, packaging, energy/pricing efficiencies, and a guidance raise.